“IF YOU WILL LIVE LIKE NO ONE ELSE,
LATER YOU CAN LIVE LIKE NO ONE ELSE.”
GET ORGANIZED
The first step in the Tetrant financial planning model is to help our clients get organized. We found the best resource is following the Dave Ramsey model for financial peace. This is why we are one of his endorsed local providers (ELP).
Those steps for getting organized include:
Have an emergency fund of $1,000.
Getting out of debt (aggressively) using a systematic approach.
Build an emergency fund of 3 to 6 months of expenses.
Investing 15% of income for retirement.
Education planning for children.
Paying off the house.
Building wealth to have fun, to invest, and to give.